Integrations

Make Your Data Work the Way You Want

The systems you likely rely on aren’t always on the same page, or platform. The technology of a Donor Management System (DMS) can be very different from that of a Customer Relationship Management (CRM) system. But you need them to talk to each other so you can work more efficiently. WE can hook them up, through scalable, real-time integration. WE works with the leading providers to develop partnerships and integrations that let us offer our customers even better solutions.

Don’t Settle for Subpar Data

You don’t just need data. You need access to the best, most accurate and insightful wealth intelligence data you can get. That’s why WE integrates our data into all major CRM systems and DMSs. So you don’t have to choose one or the other.

WE Has You Covered

With over 35 integrations and counting, WE makes it easy to add wealth intelligence to your business processes. WE is integrated with leading providers like Salesforce and Ellucian, and is compatible with Blackbaud's RaisersEdge. So you get all of our wealth data, profiles and scores and ratings, and you can import it into your records from within your own DMS or CRM system.

“We use the WealthEngine scores and ratings, primarily Propensity to Give (P2G) and Estimated Giving Capacity, to provide a high level overview of an individual we’re researching. The P2G score is a great identifier that directs us as to which individuals to look at first.”

“We see the value of maximizing the screening data to help us focus on building the right relationships and make targeted asks throughout the year. We have created a development strategy to make that happen and are eager to get started.”

"We are able to provide our affiliate organizations and hospitals with immediate and direct access to quality, actionable data, thanks to the screening data we integrated from WealthEngine."